Job summary
Job post source
This job is from a recruiting firm hiring for a separate company
Job overview
The Financial Planner role involves advising customers on retirement income planning and preparing comprehensive financial plans to support client financial goals.
Responsibilities and impact
The Financial Planner will review and prepare financial plans using approved software, ensure regulatory compliance, conduct retirement planning seminars, research complex financial questions, and maintain detailed client records.
Experience and skills
The position requires a Bachelor's degree in Finance, CFP certification, specific FINRA licenses, 5+ years in financial services, and knowledge of financial planning software and investment products.
Company overview
Hunter Recruiting is a specialized recruitment firm that connects top talent with businesses across various industries, focusing on delivering tailored staffing solutions. They generate revenue by partnering with companies to fill roles through direct placements, contract staffing, and executive search services, often earning fees based on successful hires. Established with a mission to streamline the hiring process, Hunter Recruiting emphasizes building long-term relationships with clients and candidates. Their reputation is built on personalized service, industry expertise, and a commitment to matching the right individuals with the right opportunities.
How to land this job
Position your resume to emphasize your Certified Financial Planner (CFP) certification, FINRA licenses (6, 63, 66 or 7 and 66), and your 5+ years of financial services experience to align with Hunter Recruiting's requirements.
Highlight your expertise with financial planning software such as Profiles or Money Guide Pro, and your ability to prepare comprehensive financial plans and needs-based assessments, as these are key responsibilities.
Apply through multiple platforms including Hunter Recruiting's corporate website and LinkedIn to maximize your application visibility and increase your chances of being noticed.
Connect with current employees or division members at Hunter Recruiting on LinkedIn, using ice breakers like asking about their experience with retirement income planning or recent company initiatives in retiree services to start a conversation.
Optimize your resume for ATS by incorporating keywords from the job description such as 'retirement income planning,' 'financial planning software,' 'compliance,' 'CFP,' and 'investment products' to ensure it passes initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, manage multi-channel submissions, and identify LinkedIn contacts for networking, allowing you to focus more on preparing for interviews and enhancing your skills.
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